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苹果给的比其他友商多，起码不会拖欠

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":486669762302064,"tweetId":"486669762302064","gmtCreate":1759844830226,"gmtModify":1759844832523,"author":{"id":4166222108671732,"idStr":"4166222108671732","authorId":4166222108671732,"authorIdStr":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>苹果给的比其他友商多，起码不会拖欠</p></body></html>","htmlText":"<html><head></head><body><p>苹果给的比其他友商多，起码不会拖欠</p></body></html>","text":"苹果给的比其他友商多，起码不会拖欠","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/486669762302064","repostId":2573371149,"repostType":2,"repost":{"id":"2573371149","kind":"news","pubTimestamp":1759809113,"share":"https://www.laohu8.com/m/news/2573371149?lang=&edition=full","pubTime":"2025-10-07 11:51","market":"hk","language":"zh","title":"数据很残酷：中国大陆工人，只占iPhone中1.8%的成本","url":"https://stock-news.laohu8.com/highlight/detail?id=2573371149","media":"互联网乱侃秀","summary":"欧盟拿走了1.1%的利润，韩国拿走了4.7%，日本拿走了0.5%，中国台湾拿走了0.5%，中国大陆以外的工人成本占3.5%。而中国大陆工人的成本，只占1.8%，这个数据有多低，估计一对比大家都是懂的，那么多人为苹果组装而努力，最后只拿走了1.8%。以一台9999元的iPhone17 Pro Max来算，中国大陆组装后，其整个人工成本只占到180元左右。","content":"<html><body><p>虽然这些年<a href=\"https://laohu8.com/S/AAPL\">苹果</a>不断的将产能外迁，但实际上，中国还是苹果最大的代工地，目前有超过70%的苹果是在中国制造的，郑州富士康工业园，有百万员工为iPhone的组装而努力。</p><p>另外按照机构的拆解，在苹果的元件中，中国供应商提供的元件价值反而是最高的，其总价值占比 42.8%，韩国为28.5%，日本为23.8%。</p><p><img src=\"https://x0.ifengimg.com/res/2025/FFB25BCDF0DB4B941B098E9EACB389015E3D6048_size33_w640_h427.jpg\"/></p><p>不过，在这个数字背后，还有一个冰冷冷的苹果利润分布图，也就是一台苹果手机中，各大部分占比到底是多少，这里包括了元件成本，人工成本，以及各大部分的利润占比情况。</p><p>如下图机构展示的饼图，可以看到一台手机卖出去后，苹果拿走了其中58.5%的利润值。而整个原料成本，只占21.9%左右。另外的就是各大利润/成本构成情况了。</p><p><img src=\"https://x0.ifengimg.com/res/2025/2ABD098E3921DD501BEB977E21233A510E411A8F_size22_w640_h471.jpg\"/></p><p>可以看到，除苹果自己外，美国企业拿走了2.4%的利润。欧盟拿走了1.1%的利润，韩国拿走了4.7%，日本拿走了0.5%，中国台湾拿走了0.5%，中国大陆以外的工人成本占3.5%。</p><p>而中国大陆工人的成本，只占1.8%，这个数据有多低，估计一对比大家都是懂的，那么多人为苹果组装而努力，最后只拿走了1.8%。</p><p>以一台9999元的iPhone17 Pro Max来算，中国大陆组装后，其整个人工成本只占到180元左右。</p><p><img src=\"https://x0.ifengimg.com/res/2025/412E845457F0D35C789EF4C0A40C0209ADDE4069_size41_w640_h437.jpg\"/></p><p>可见，在苹果的供应链体系中，给他代工的企业及人工，是有多廉价了，苹果自己的毛利率按拉60%，大口吃肉，其它合作伙伴汤都喝不到一口浓的，纯粹就是一点洗锅水。</p><p>不过，就算占比这么低，大家也都要去抢，原因就是苹果的订单稳定，量也大，且从不拖欠款，非常值得信赖，甚至有人称，其实苹果看起来少，但给的可能比友商给的更多，同时给给苹果代工，证明其工艺水平是全球顶尖的，所以大家都更愿意给苹果代工。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>数据很残酷：中国大陆工人，只占iPhone中1.8%的成本</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n数据很残酷：中国大陆工人，只占iPhone中1.8%的成本\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-07 11:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8nFq3kRFag0><strong>互联网乱侃秀</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>虽然这些年苹果不断的将产能外迁，但实际上，中国还是苹果最大的代工地，目前有超过70%的苹果是在中国制造的，郑州富士康工业园，有百万员工为iPhone的组装而努力。另外按照机构的拆解，在苹果的元件中，中国供应商提供的元件价值反而是最高的，其总价值占比 42.8%，韩国为28.5%，日本为23.8%。不过，在这个数字背后，还有一个冰冷冷的苹果利润分布图，也就是一台苹果手机中，各大部分占比到底是多少，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8nFq3kRFag0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","AAPL":"苹果","BK4553":"喜马拉雅资本持仓","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1291159041.SGD":"CPR Invest - Global Silver 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A2 USD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC"},"source_url":"https://tech.ifeng.com/c/8nFq3kRFag0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2573371149","content_text":"虽然这些年苹果不断的将产能外迁，但实际上，中国还是苹果最大的代工地，目前有超过70%的苹果是在中国制造的，郑州富士康工业园，有百万员工为iPhone的组装而努力。另外按照机构的拆解，在苹果的元件中，中国供应商提供的元件价值反而是最高的，其总价值占比 42.8%，韩国为28.5%，日本为23.8%。不过，在这个数字背后，还有一个冰冷冷的苹果利润分布图，也就是一台苹果手机中，各大部分占比到底是多少，这里包括了元件成本，人工成本，以及各大部分的利润占比情况。如下图机构展示的饼图，可以看到一台手机卖出去后，苹果拿走了其中58.5%的利润值。而整个原料成本，只占21.9%左右。另外的就是各大利润/成本构成情况了。可以看到，除苹果自己外，美国企业拿走了2.4%的利润。欧盟拿走了1.1%的利润，韩国拿走了4.7%，日本拿走了0.5%，中国台湾拿走了0.5%，中国大陆以外的工人成本占3.5%。而中国大陆工人的成本，只占1.8%，这个数据有多低，估计一对比大家都是懂的，那么多人为苹果组装而努力，最后只拿走了1.8%。以一台9999元的iPhone17 Pro Max来算，中国大陆组装后，其整个人工成本只占到180元左右。可见，在苹果的供应链体系中，给他代工的企业及人工，是有多廉价了，苹果自己的毛利率按拉60%，大口吃肉，其它合作伙伴汤都喝不到一口浓的，纯粹就是一点洗锅水。不过，就算占比这么低，大家也都要去抢，原因就是苹果的订单稳定，量也大，且从不拖欠款，非常值得信赖，甚至有人称，其实苹果看起来少，但给的可能比友商给的更多，同时给给苹果代工，证明其工艺水平是全球顶尖的，所以大家都更愿意给苹果代工。","news_type":1,"symbols_score_info":{"AAPL":1.5,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":343,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":33,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/486669762302064"}